Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,896,202
+$265,024 QoQ
Shares Held
4,921
+21.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#875
of 1,991 holders
Holding Since
Dec 2022
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Resurgent Financial Advisors LLC holds $2,224,134 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (85.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
4,921 | $1,896,202 | |
| 2 | CME |
Cme Group Inc.
|
1,485 | $327,932 |
All Filings in SPGI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,896,202 | 4,656 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,631,178 | 3,835 | Shares | Sole | 2026-05-13 | |
| 2023-12-31 | $139,644 | 317 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $96,468 | 264 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $141,915 | 354 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $122,048 | 354 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $210,677 | 629 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||